Investment Summary

Palm Beach Capital Invests In Harold Levinson Associates

On September 9, 2014, private equity firm Palm Beach Capital invested in distribution company Harold Levinson Associates

Investment Highlights
  • This is Palm Beach Capital’s 3rd transaction in the Distribution sector.
  • This is Palm Beach Capital’s 27th transaction in the United States.
  • This is Palm Beach Capital’s 1st transaction in New York.

Investment Summary
Date 2014-09-09
Target Harold Levinson Associates
Sector Distribution
Investor(s) Palm Beach Capital
Deal Type Growth Capital

Target

Harold Levinson Associates

Farmingdale, New York, United States
Harold Levinson Associates LLC is a distributor to the convenience store industry and provides candy, cigarettes and cigars, and frozen and refrigerated foods, as well as its own Island Coffee brand of coffee products to its over 12,500 customers located throughout the United States. Harold Levinson Associates was established in 1977 and is based in Farmingdale, New York.

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Investor(S) 1

Investor

Palm Beach Capital

West Palm Beach, Florida, United States

Investor

Category Private Equity Firm
Founded 2001
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Palm Beach Capital (PBC) is a generalist private equity firm that specializes in making investments in smaller private companies with at least $5 million in EBITDA. PBC prefers low technology business with high revenue growth rates. Target companies are typically valued between $20 to $300 million. PBC looks to commit $5 to $50 million per investment. Palm Beach Capital was formed in 2001 and is headquartered in Palm Beach, Florida.

DEAL STATS #
Overall 27 of 42
Sector (Distribution) 3 of 4
Type (Growth Capital) 7 of 18
State (New York) 1 of 2
Country (United States) 27 of 42
Year (2014) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2014-03-14 Unitrans International

Inglewood, California, United States

Unitrans International Corp. is a provider of international logistics solutions. Unitrans offers customers international ocean and air transportation management, customs house brokerage, and domestic logistics solutions, with a focus on complex, cold chain, and high value shipments. Unitrans International Corp. was established in 1977 and is based in Inglewood, California.

Sell $56M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-11-26 Liberty Medical Holdings

Port Saint Lucie, Florida, United States

Liberty Medical Holdings is a distributor of catheters, ostomy supplies, insulin pumps, insulin pump supplies, and other medical supplies. Liberty also provides home medical supplies, such as face and nasal masks, nasal pillows, oral masks, and accessories. Liberty Medical Holdings was established in 1989 and is based in Port Saint Lucie, Florida.

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